Privacy Policy

We respect your privacy and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data.

Last updated: September 1, 2025

Information We Collect

We collect information to provide better services and personalized experiences:

• • Contact information including name, email, and phone number
• • Financial information relevant to planning services
• • Website usage data and preferences
• • Communication records and consultation notes

How We Use Your Information

Your information helps us deliver quality financial planning services:

• • Providing personalized financial planning services
• • Communicating about your account and services
• • Improving our website and service offerings
• • Complying with legal and regulatory requirements

Legal Basis for Processing

We process your personal data based on several legal foundations:

We process your data based on consent, legitimate business interests, and legal compliance requirements.: Consent / Legitimate Interest

Information Sharing

We limit data sharing to essential business purposes:

• • With service providers who assist in delivering our services
• • When required by law or regulatory authorities
• • With your explicit consent for specific purposes

Cookies and Tracking

We use cookies to enhance your browsing experience and analyze website performance.

For detailed information, please review our Cookie Policy. Cookie Policy

Data Security

We implement robust security measures to protect your personal information from unauthorized access, alteration, or disclosure.

Your Privacy Rights

You have several rights regarding your personal information:

• • Request access to your personal data we hold
• • Request correction of inaccurate information
• • Request deletion of your personal data
• • Request transfer of your data to another provider
• • Object to certain types of data processing

Data Retention

We retain your information only as long as necessary for service delivery and legal compliance, typically no longer than seven years after service termination.

Children's Privacy

Our services are designed for adults and we do not knowingly collect information from children under 18.

18+ only

Policy Changes

We may update this privacy policy periodically and will notify you of significant changes through email or website notices.

Contact Information

For privacy-related questions or requests, please contact our Privacy Officer using the details provided in our contact section.